✦ Meet The Founders ✦
Two people. One mission.
The Wealth Transfer Planning Session™ was built by two founders who watched families lose too much to confusion — and decided to do something about it.
One realization
changed everything.
Founder & Wealth Transfer Guide
One day, I looked up and asked myself a question that made my heart start racing…
“If I were to pass away tomorrow, what would happen to everything I've spent my life building?”
The answer terrified me.
For more than 20 years, I worked. I sacrificed. I stayed late. I missed birthdays, dinners, and moments I'll never get back with my mom, my dad, and my sister.
I even sacrificed building a family of my own because I believed I was creating a life that would one day take care of the people I love.
I told myself it would all be worth it.
But in that moment, I realized something devastating:
All those years, all those sacrifices, all those hours… could disappear in an instant if I didn't put a plan in place.
The people I love most wouldn't know where anything was. They wouldn't know what accounts existed, how to access them, or what I wanted. They would be forced to grieve while trying to solve a puzzle I never finished.
The thought that hurt the most?
Trading my time for decades, only for them to lose everything I worked so hard to build.
My heart raced. I couldn't sleep. I knew there were millions of people just like me — working hard, loving their families, but assuming they had time.
I never wanted another family to feel that pain.
So I created a way to organize everything that matters most — not just for me, but for anyone who has worked too hard to risk leaving their family unprepared.
This wasn't created as a product. It was created from a promise:
When it's all said and done, I did well — and I helped others do well as well.
Our greatest gift is time. Let's make sure the people we love receive the gift of everything we've built.
"I worked too hard and sacrificed too much to give it all away. Protect it. Pass it on. Preserve your legacy."
Brother Ben
Co-Founder & Legacy Strategist
Brother Ben brings the operational rigor. Every checklist, every conversation flow, every follow-through system inside the session exists because he insists no family should walk out with more questions than answers.
His approach is warm but direct: get the plan on paper, get it in your family's hands, and make sure the people you love know exactly where to look.
"Preparation is love in action."
Two founders. One promise.
Cortney and Brother Ben created The Wealth Transfer Planning Session™ for the families they grew up around — families who work hard, sacrifice quietly, and deserve a plan built with the same care they've poured into everything else.
Three pillars that guide every session.
Clarity
Your family should never have to guess. Every account, every wish, every document — written down, organized, and easy to find.
Confidentiality
What you share with us stays with us. Every session is private and treated with the discretion your family deserves.
Continuity
A plan isn't a document. It's a living system. We build yours so it stays current as your life — and your family — grows.
Ready When You Are
Reserve your private session today.
A few focused hours with our team. A complete plan you can hand your family.
Reserve My Session — $5,999